Jelly Donut Podcast

Just as when we launched, the timing feels right to pause. At this point, The Jelly Donut Podcast has achieved its goal. Mission accomplished, for now. We’d like to thank all of the guests, listeners, sponsors, and stakeholders who helped make the show a success. We’ll be on hiatus for an indefinite period — until there’s a turning point in markets or when creativity sparks, whenever that time might be. With that we’d like to say good luck. And goodbye — for now. -The Jelly Donut Podcast Read Full Letter: https://medium.com/@jellydonutpodcast/good-luck-and-goodbye-for-now-e0702bc66f49 --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #39 was recorded in April 2020. Thomas R. Saving is Director of the Private Enterprise Research Center and University Distinguished Professor of Economics at Texas A&M University. Prior to joining the economics faculty in 1968, he was on the faculty at the University of Washington in Seattle and Michigan State University. His early research was on Monetary Theory and Policy and he earned a Ph.D. from the University of Chicago in 1960. https://econ.tamu.edu/tom-saving/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #38 was recorded in May 2020. Katie Talati is Vice President of Research at Arca. In her role, Katie leads the investment research team and is responsible for identifying and analyzing digital asset and blockchain opportunities, macroeconomic factors, and other investment vehicles for Arca’s family of hedge funds. Katie has a broad investment background, previously serving as an independent consultant to startups in the financial services and FinTech space. In her career, Katie also served as an investment adviser representative and investment analyst at Crowdfunder, Inc. before being promoted to Director of Investor Relations. Katie holds a Bachelor’s Degree in Communications Studies from the University of California, Los Angeles. https://twitter.com/KatieTalati --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #36 was recorded on Wednesday May 27, 2020. Cullen Roche is the founder of Orcam Financial Group, a low fee financial advisory firm as well as the founder of the popular financial blog Pragmatic Capitalism. He specializes in macro investing with a focus on fixed income and conservative strategies. https://www.pragcap.com/ https://www.pragcap.com/i-did-some-podcasts-they-were-great/ https://twitter.com/cullenroche --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #36 was recorded in May 2020. Hassan Bassiri is Vice President of Portfolio Management at Arca. In his role at Arca, Hassan trades derivatives and is responsible for research, Due-diligence, idea generation and sourcing, asset selection, and portfolio composition for Arca Digital Assets Fund. Hassan previously served as International M&A–Senior Manager at KPMG US, where he focused on structuring and analyzing multinational and Private Equity M&A transactions. Hassan is a CFA and holds a Master of Laws in Taxation from Northwestern University School of Law, a Juris Doctor from Brooklyn Law School and a B.A. in Economics from the University of California, Los Angeles. https://twitter.com/HassanBassiri --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #35 was recorded on May 27, 2020. Lyn Alden is the founder of Lyn Alden Investment Strategy at LynAlden.com, where she provides market research to individual investors and financial professionals with both a free newsletter and a premium research platform. She also writes for the financial sections of several publications, and has been cited on Business Insider, Marketwatch, Money Magazine, Kiplinger, Huffington Post, The Street, US News and World Report, and other financial media. Her investment strategy focuses on value investing with a macro overlay, which means finding long-term opportunities in individual stocks and various asset classes while taking into account the broader macro picture. Lyn's background comes from a blend of engineering and finance, which she uses to apply systems analysis on various investments and macro themes. She has a bachelor's degree in electronics engineering and a master's degree in engineering management, with a focus on engineering economics and financial modeling. https://twitter.com/LynAldenContact https://www.lynalden.com/ https://www.lynalden.com/premium/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #34 was recorded on Wednesday May 7, 2020. William A. Fleckenstein is President of Fleckenstein Capital Inc., a money management firm that he founded in 1982. Since 1996, Mr. Fleckenstein has written daily market commentaries which can be found at www.fleckensteincapital.com. Mr. Fleckenstein is the author of “Greenspan’s Bubbles: The Age of Ignorance at the Federal Reserve.” Mr. Fleckenstein served as the lead director at Pan American Silver and Mongolia Growth Group LTD. He has also appeared on countless business and financial shows on the all the major US television networks. https://thefelderreport.com/2020/04/22/bill-fleckenstein-on-how-to-profit-from-central-bank-mistakes/ https://www.fleckensteincapital.com/ https://twitter.com/fleckcap --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #33 was recorded on Wednesday May 18, 2020. Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012, the financial industry’s first dedicated political analysis investment strategy. The GPS service generated geopolitical alpha by identifying gaps between the market’s political expectations and the firm’s forecasts. Marko was a Senior Vice President and the firm’s Chief Geopolitical Strategist. Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency where he contributed to the firm’s global geopolitical strategy as well as its analyst recruitment and training program. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia. https://www.clocktowergroup.com/ https://www.realvision.com/shows/the-interview/videos/the-escalating-battle-between-the-u-s-and-china --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #32 was recorded on Wednesday May 13, 2020. Conner Brown is a JD candidate at Stanford Law School and previously visiting scholar at the Cato institute specializing in bitcoin and monetary policy. He has published a variety of research articles on the subject, covering the economics and national security implications of Bitcoin. https://journal.bitcoinreserve.com/bitcoin-a-bold-american-future/ https://medium.com/coinmonks/bitcoin-has-no-intrinsic-value-and-thats-great-e6994adbfe0f https://twitter.com/_ConnerBrown_ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #31 was recorded on Wednesday April 29th, 2020. Demetri Kofinas is a technology and media entrepreneur and the host of Hidden Forces, a popular podcast dedicated to uncovering the forces driving global events, technological innovations, market movements, and social changes. Demetri graduated from NYU in 2004 with a dual bachelors’ degree in Economics and Political Science. Throughout the course of his career he has held positions in financial services, interactive entertainment, television & theatre production, and various other forms of media and entertainment. His passion for markets, economics and storytelling led him to create a drive time radio program called Covering the Spread, which he hosted on 91.5FM WNYE New York. This subsequently led him to create and executive produce the popular international news program Capital Account, which was watched by hundreds of thousands of people around the world. https://twitter.com/CoveringDelta https://twitter.com/HiddenForcesPod https://hiddenforces.io/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #30 was recorded on Friday April 17, 2020. Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds. Outside of Stanford, he is the co-founder and Chairman of Long Game Savings. He received his Doctorate in Economic Geography at Oxford University and holds a Bachelor's in Economics from Princeton University. https://gpc.stanford.edu/dr-ashby-monk https://twitter.com/sovereignfund https://www.longgame.co/ https://www.amazon.com/Technologized-Investor-Innovation-through-Reorientation-ebook/dp/B085MJ8YS3 --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #28 was recorded on Friday April 24th, 2020. Brendan Whittington is an associate portfolio manager at a hedge fund unit in a Boston-based asset management firm. His focus is on corporate high yield debt and distressed credit investing with an emphasis on off-the-run middle market companies. Brendan started his career at Lazard Freres & Co. as an investment banking analyst where he worked on corporate finance and capital structure engagements in addition to special advisory mandates including with the U.S. Treasury. In 2013, Brendan joined start-up hedge fund BulwarkBay Investment Group as an investment analyst where he began his buy-side career focusing on the high yield and distressed market. Brendan holds a Bachelor of Science in Commerce and Economics and is presently completing his Master of Business Administration from Northwestern University's Kellogg School of Management. https://twitter.com/junkbondjunkie --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #28 was recorded on Tuesday April 7th, 2020. Gary Basin has spent 15+ years working at the intersection of technology and finance: from building an HFT firm, to advising crypto startups, and finally building his current FinTech startup to simplify the mortgage process. https://twitter.com/garybasin https://garybasin.com/tiny-newsletter/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #27 was recorded on Friday May 1, 2020. Hugh Hendry is the founder and former CIO of Eclectica Asset Management https://twitter.com/hendry_hugh https://www.instagram.com/hughhendryofficial/ https://www.buzzsprout.com/1017043 https://www.realvision.com/shows/the-interview/videos/the-third-act --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #26 was recorded on Friday April 24, 2020. Chris Irons is a former bartender that is wholly unqualified to talk about finance. He hosts the popular QTR podcast. https://twitter.com/QTRResearch https://quoththeraven.podbean.com/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #25 was recorded on Friday April 3, 2020. Dr. Benn Eifert is the managing member and CIO of QVR. He was previously co-founder and co-portfolio manager of Mariner Coria in New York. Before that he was Head of Quantitative Research and Derivatives Trader for the Wells Fargo prop desk, which became Overland Advisors. He has taught extensively in the Masters in Financial Engineering program at UC Berkeley, and started his career as an emerging markets macroeconomist at the World Bank. He holds a PhD in Economics from UC Berkeley and BA in Economics and International Relations from Stanford. https://twitter.com/bennpeifert https://www.qvradvisors.com/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #24 was recorded on Friday March 27, 2020. Grant Williams has spent more than 30 years in the finance industry. He is a co-founder of Real Vision, and the author of the Things That Make You Go Hmmm … investment newsletter. Grant is also a portfolio and strategy advisor to Vulpes Investment Management in Singapore, and a regular speaker at investment conferences around the globe. https://twitter.com/ttmygh https://ttmygh.com/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #23 was recorded on March 20, 2020. Peter Atwater is the president of Financial Insyghts and an adjunct professor in the Economics Department at William & Mary. He is a pioneer in the field of confidence-driven decision-making, studying how and why our confidence level naturally determines consumer preferences, decisions and actions. Called "a favorite source" by Rana Foroohar of the Financial Times, Peter's work has influenced the thinking of professional investors, business leaders and global policymakers. www.peteratwater.com http://financial-insyghts.com/ https://twitter.com/Peter_Atwater --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #22 with Julian Brigden was recorded on March 18, 2019. Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. He brings 25 years of experience in financial markets. Julian spent five years at Medley Global Advisors, a leading macro policy intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brothers in FX and precious metals. He's been featured many financial outlets including Bloomberg, CNBC, the New York Times, Wall Street Journal and in Barron’s, for the firm's research on EM, liquidity, QE, Bubbles, and global Fx. https://twitter.com/JulianMI2 https://www.mi2partners.com/ https://twitter.com/MI2Partners https://twitter.com/MI2Thoughts https://www.realvisionresearch.com/macro-insiders/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #21 was recorded on Friday March 13, 2020. Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor. Prior to founding Stanphyl in 2011, he spent six years as an investment banker (most recently as a Principal with Piper Jaffray & Co.) financing public companies. Prior to becoming an investment banker Mark spent a year working for a microcap Nasdaq tech company, and he began his career with 17 years in the commercial real estate industry where he experienced firsthand the opportunities and challenges faced by a wide array of client companies. Mark believes that all these experiences– banking public companies, working for a public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that’s extremely useful for an investor. https://twitter.com/markbspiegel --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #20 was recorded on March 13, 2020. Alain Naef is currently a postdoctoral fellow at the Department of Economics at the University of California, Berkeley. Previously, he was Teaching fellow in the Economics Faculty at the University of Cambridge where obtained his PhD on central bank intervention on the foreign exchange market. He has been a teaching assistant at the Economic History department of the London School of Economics and research associate at Judge Business School. He holds a bachelor in History, an MBA (Geneva and Wharton) and an MSc in Economic History with distinction (LSE). He won the Hunt price for best LSE economic history dissertation, the Distinguished Teaching Fellow prize from the Economics Faculty in Cambridge and was awarded a prize by the Cambridge Society of Applied Research (CSAR) for his work on central bank intervention. He held visiting positions at Bank of France, Universidad de los Andes and Rutgers University. His research is currently funded by the Swiss National Science Foundation and he has won various grants from the Bank of France, the Keynes fund and the Economic History Society. His research has been featured in BBC radio, The Wall Street Journal, Le Temps and Newsweek. https://sites.google.com/view/alainnaef https://twitter.com/AlainNaef --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #19 was recorded on Monday March 2, 2020 Michael Every is Head of Financial Markets Research, for the Asia-Pacific region, at Rabobank. He has nearly two decades of experience working as an Economist and Strategist. Previously, he was a Senior Economist and Fixed Income Strategist at RBS and was an Economist for Dun & Bradstreet. He holds a Masters degree in Economics with distinction from University College London, speaks Thai, and is a contributor to zero hedge. https://economics.rabobank.com/authors/michael-every/ https://www.zerohedge.com/markets/rabobank-epoch-marking-sub-1-yield-imminent https://www.zerohedge.com/markets/rabobank-what-level-interest-rates-will-incentivize-you-risk-death-yourself-and-your-family https://coavacoffee.com/ (Use CODE JDP10) https://www.baronfig.com/ (Use Code JDP10) --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #18 was recorded on February 21st, 2020 Jim Bianco is President and Macro Strategist at Bianco Research. Since 1990 his commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. Previously, he was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). He holds a B.S. in Finance from Marquette University (1984) and an MBA from Fordham University (1989). https://twitter.com/biancoresearch https://www.biancoresearch.com https://www.biancoresearch.com/free-trial/ https://www.baronfig.com/ Code: JDP10 https://coavacoffee.com/ Code: JDP10 --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #17 was recorded on January 31st, 2020 Brad Cornell is a Managing Director Berkeley at Research Group, Emeritus Professor of Finance at Anderson Graduate School of Management, UCLA, and Senior Adviser at Cornell Capital Group. He has an A.B., Physics, Philosophy, and Psychology. A masters in, Statistics and Ph.D., Financial Economics, all from Stanford University. https://www.anderson.ucla.edu/faculty-and-research/faculty-directory/cornell https://www.institutionalinvestor.com/article/b1k2fymby99nj0/Famed-Medallion-Fund-Stretches-Explanation-to-the-Limit-Professor-Claims https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3504766 https://www.baronfig.com/ (Code: JDP10) https://coavacoffee.com/ (Code: JDP10) --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #16 was recorded on January 24th, 2020 Dave Collum is a professor of Organic Chemistry at Cornell University. His popular year in review is widely anticipated among market participants and his work has been featured in ZeroHedge and Peak Prosperity. He’s appeared on Real Vision as well as many podcasts including Tales from the Crypt and QTR. He holds a B.S. in Biology from Cornell and a Ph.D Chemistry from Columbia. https://twitter.com/DavidBCollum http://collum.chem.cornell.edu/resources/dave-goes-rogue/ https://www.peakprosperity.com/2019-year-in-review-part-1/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #15 was recorded on January 17th, 2020. Marty Bent is a bitcoiner. He's writes a daily newsletter called "Marty's Bent" and hosts the Tales from the Crypt podcast. https://twitter.com/MartyBent https://tftc.io/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #14 was recorded on January 10th, 2020. Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management and Managing Partner of Morgan Creek Digital Assets. Prior to founding Morgan Creek, he was CIO and Founder of UNC Management Company (UNCMC). Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. He received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago. https://twitter.com/MarkYusko https://www.morgancreekcap.com/ https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #13 was recorded on December 20, 2019. Andreas M. Antonopoulos is a best-selling author, speaker, educator, and one of the world’s foremost bitcoin and open blockchain experts. He is known for delivering electric talks that combine economics, psychology, technology, and game theory with current events, personal anecdote, and historical precedent effortlessly transliterating the complex issues of blockchain technology out of the abstract and into the real world. In 2014, Antonopoulos authored the groundbreaking book, Mastering Bitcoin (O’Reilly Media), widely considered to be the best technical guide ever written about the technology. His second book, The Internet of Money, unveiled the “why” of bitcoin—and became a bestseller on Amazon— and led to the wildly successful follow-up The Internet of Money Volume Two. His fourth book, Mastering Ethereum (O’Reilly Media) was published in December of 2018. He is a teaching fellow with the University of Nicosia, serves on the Oversight Committee for the Bitcoin Reference Rate at the Chicago Mercantile Exchange, and has appeared as an expert witness in hearings around the world, including the Australian Senate Banking Committee and the Canadian Senate Commerce, Banking and Finance Committee. https://twitter.com/aantonop https://aantonop.com/ https://www.youtube.com/user/aantonop https://www.patreon.com/aantonop --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #12 was recorded on December 6, 2019. Tavi Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. Tavi built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured multiple times in financial publications such as Bloomberg. https://twitter.com/TaviCosta https://twitter.com/crescatkevin https://www.crescat.net/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #11 was recorded on December 6, 2019. Lyn Alden is the founder of Lyn Alden Investment Strategy at LynAlden.com, where she provides market research to individual investors and financial professionals with both a free newsletter and a premium research platform. She also writes for the financial sections of several publications, and has been cited on Business Insider, Marketwatch, Money Magazine, Kiplinger, Huffington Post, The Street, US News and World Report, and other financial media. Her investment strategy focuses on value investing with a macro overlay, which means finding long-term opportunities in individual stocks and various asset classes while taking into account the broader macro picture. Lyn's background comes from a blend of engineering and finance, which she uses to apply systems analysis on various investments and macro themes. She has a bachelor's degree in electronics engineering and a master's degree in engineering management, with a focus on engineering economics and financial modeling. https://twitter.com/LynAldenContact https://www.lynalden.com/ https://www.lynalden.com/premium/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #10 was recorded on November 24, 2019. George Pearkes is the Global Macro Strategist for Bespoke Investment Group. He covers markets and economies around the world and across assets, relying on economic data and models, policy analysis, and behavioral factors to guide asset allocation, idea generation, and analytical background for clients of ranging from individual investors to large institutions. George started his career at Bank of America. He graduated from Duke University with a major in Public Policy, a minor in economics, and certificate in Markets and Management Studies. https://twitter.com/pearkes https://twitter.com/bespokemacro --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #9 with Julian Brigden was recorded on November 24, 2019. Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. He brings 25 years of experience in financial markets. Julian spent five years at Medley Global Advisors, a leading macro policy intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brothers in FX and precious metals. He's been featured many financial outlets including Bloomberg, CNBC, the New York Times, Wall Street Journal and in Barron’s, for the firm's research on EM, liquidity, QE, Bubbles, and global Fx. https://twitter.com/JulianMI2 https://www.mi2partners.com/ https://twitter.com/MI2Partners https://twitter.com/MI2Thoughts https://www.realvisionresearch.com/macro-insiders/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Jelly Donut Podcast #8 - Tony Greer The Jelly Donut Podcast #8 with Tony Greer was recorded on November 8, 2019. Tony Greer is Editor of the Morning Navigator newsletter. He managed currency and commodity risk for Sumitomo Bank, UBS, and Goldman Sachs throughout the 1990's. He operated an equity sales trading franchise from several shops Wall Street from 2000 to 2016 until he launched his own publication and research product. The only constant, along 30 years of institutional trading, has been Tony's daily written commentary on markets, currently known as the Morning Navigator newsletter. This daily note reaches over 1,000 market professionals on a daily basis and impacts the lives of many others. https://twitter.com/TgMacro https://tgmacro.com/ https://www.realvision.com/tv/shows/tony-greer-interviews --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #7 with Kevin Muir was recorded on November 1, 2019. Kevin Muir heads research of global and domestic investment products at East West Investment Management. Kevin is the former Head of Equity Derivatives at RBC Dominion Securities and was awarded the CFA Charter in 2001. He is also the author of The Macro Tourist newsletter. https://www.themacrotourist.com/ http://eastwestfunds.com/ https://twitter.com/kevinmuir --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #6 with Tom Atteberry was recorded on October 22, 2019. Tom Atteberry joined the First Pacific Advisors in 1997. He serves as Portfolio Manager for the FPA New Income, Inc., FPA Flexible Fixed Income Fund and Source Capital, Inc. Prior to joining FPA, Tom served as Chief Fixed Income Strategist of Fifth Third Bank and Chief Investment Officer of Mercantile Bank in Joplin, MO. He earned a Bachelor’s degree in Business Administration from Texas Christian University and is a CFA Charterholder. https://fpa.com/ https://fpa.com/about-us/team https://fpa.com/funds/overview/capital --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #5 with Miles Kimball was recorded on October 17, 2019. Miles Kimball holds the Eaton Chair in Economics at the University of Colorado Boulder and is Emeritus Professor of Economics and Survey Research of the University of Michigan. He is a pioneer in monetary policy is an advocate for deep negative interest rates to successfully fight economic crises. You can find his ideas on his blog, "Confessions of a Supply-Side Liberal.” He holds a BA in Economics from Harvard, Master's in linguistics from BYU, and a also doctorate in economics from Harvard. https://blog.supplysideliberal.com/emoney https://blog.supplysideliberal.com/ https://www.colorado.edu/economics/people/faculty/miles-spencer-kimball https://twitter.com/mileskimball --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #4 with Jesse Felder was recorded on October 21, 2019. Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding The Felder Report in 2005 his writing has been featured in many major finance publications including, The Wall Street Journal, Barron's, The Huffington Post, MarketWatch, Yahoo!Finance, Business Insider, Investing.com, Seeking Alpha and more. Jesse also hosts and produces the "Superinvestors and the Art of Worldly Wisdom" podcast. Today he lives in Bend, Oregon with his wife and two kids. https://thefelderreport.com/ https://thefelderreport.com/podcast/ https://twitter.com/jessefelder --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #3 with David Einhorn was recorded on October 25, 2019. David Einhorn is the president of Greenlight Capital, a long/short hedge fund he co-founded in 1996. He is active in various philanthropic efforts including City Year New York, Sohn Investment Conference, Robin Hood Foundation, and Einhorn Charitable Trust. He graduated from Cornell University and is the author of the book, Fooling Some of the People All of the Time. In 2012, David wrote an article in the Huffington Post called, "The Fed's Jelly Donut Policy" which inspired the name of this podcast. Read the article here: https://www.huffpost.com/entry/fed-interest-rates_b_1472509. --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #2 with Ben Hunt was recorded on October 14, 2019. Ben Hunt is the Chief Investment Officer at Second Foundation Partners, a consultant for large institutional investors, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory, history and nature. Over 100,000 professional investors and allocators across 200 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. In prior positions, Ben has managed a billion dollar hedge fund and served as Chief Strategist for a $13 billion dollar asset manager. He has a Ph.D. from Harvard University, was a tenured Political Science professor, and has co-founded three technology companies. Ben spends lots of time on a family owned farm, which inspires many original ideas on the parallels between human and animal behavior. https://www.epsilontheory.com/w-ben-hunt/ https://www.epsilontheory.com/ https://www.epsilontheory.com/the-pack/ https://twitter.com/EpsilonTheory --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

The Jelly Donut Podcast #1 - David Levine was recorded on October 14, 2019. David Levine founded Odin River in 2015. Previously, David served as CIO of Artivest, a venture-backed company that provides Insight and Access to exceptional investing. Before Artivest, David honed his investing experience at Paulson & Co., a hedge fund firm led by John Paulson. While at Paulson & Co., David made investments in industries including automotive, energy, software, hardware and Internet. David was previously on the private equity investment team at Colony Capital, making investments in gaming, hospitality and real estate. His investment experience also includes time at Canyon Capital and PAAMCO. David began his career in Lehman Brothers’ Mergers & Acquisitions Group where he focused on power. David received an MBA, with honors, from Harvard Business School and a JD, cum laude, from Harvard Law School. He graduated from Washington University, receiving an AB in Philosophy, summa cum laude, and a BSBA in Finance, magna cum laude. David is also the Vice Chairman of the Leadership Council of Year Up New York and is a member of the New York bar. David is an angel investor and advisor to startups in industries ranging from Clean Energy to Financial Technology. He has been an active tweeter and blogger since 2007 and has been quoted in publications like the NY Times and MIT Tech Review. He was named one of the top 55 undiscovered “rockstars” in tech by Business Insider and TechCrunch. David resides in the West Village of Manhattan with his wife and their young daughter. https://www.odinriver.com/ https://twitter.com/paranoidbull https://twitter.com/davealevine --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

Introducing the Jelly Donut Podcast. What do Jelly Donuts have to do with finance and economics? Read this article and it will all make sense: https://www.huffpost.com/entry/fed-interest-rates_b_1472509. We'll explore the unprecedented stimulus from central banks around the world: quantitative easing, ZIRP, negative interest rates, and more. Have we been fed one donut too many? Is it possible to have too much of a good thing? How does this all end? Coming soon to wherever you get your podcasts. --- Support this podcast: https://anchor.fm/jellydonutpodcast/support